Ensure that your family is looked after and can manage financially.
A well-designed estate plan ensures that, in the event of your death or mental incapacity, your affairs are settled in a timely, orderly and tax-effective manner, and according to your wishes. It also helps ensure that your family is looked after and can manage financially. Far too many people dedicate their working lives to building substantial financial wealth, but then fail to consider the available strategies that protect and preserve it. The results can be devastating to your family and your business.
As Financial & Estate Planning Advisor, Fabien offers expertise in financial and intergenerational wealth transfer solutions including estate creation and preservation, business succession funding, estate-friendly investing, and charitable giving. With our help and your legal and tax professionals, we’ll create or review your estate plan and help you navigate a number of planning issues depending on your needs, such as: